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The Weekly AI Cheat Sheet.

The three AI stories that matter for your practice, explained in five minutes, every Sunday. Free on LinkedIn and here on the site.

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Three storiesThe week's AI news that actually touches an advisory practice, verified and dated.

Why you should careWhat each story means for a solo or small RIA, in plain English.

One thing to tryA prompt or exercise you can run in minutes, with a Copy button.

Past issues

The Financial Advisor's Weekly AI Cheat Sheet — Week of October 11, 2026
M1 launched an AI-only RIA, Orion put a new price on the data advisor tech tools pull, and AI planning software opened up to solo advisors this week.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of October 4, 2026
Vanguard found AI makes investors value their advisors more, Schwab began rolling out an AI assistant to retail clients, and XYPN members got 40% off Jump.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of September 27, 2026
AI flubs money questions half the time and people trust it anyway, ChatGPT can now hold your client's credit report, and Envestnet's $35 mil→ The Financial Advisor's Weekly AI Cheat Sheet — Week of September 20, 2026
Anthropic launches Claude for Financial Advisors at Future Proof, analysts debate whether it can deliver, and Jud Mackrill makes the case for owning your data.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of September 13, 2026
75% of advised clients use AI, Cerulli finds firms hiring more humans because of it, and an AI prospecting tool starts charging like a rainmaker.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of September 6, 2026
OpenAI and Anthropic both ship new flagship models, Envestnet puts $35 million behind AI in Tamarac, and one advisor's automated referral system steals the week.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of August 30, 2026
Vanguard buys Altruist for a reported $4 billion, clients' AI assistants can now place trades in Europe, and AssetMark builds AI into meeting prep.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of August 23, 2026
The new Kitces study says 68% of marketing cost is your own time. Advisors retreat from content while referrals rule. And a tool grades how AI sees you.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of August 16, 2026
1 in 5 advice seekers asked AI first, and few trust it. Gen Z takes money advice from social media over advisors. And why the human just got more valuable.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of August 9, 2026
Everyone suddenly has an AI agent, and one directory counted 54. The industry wants shared questions before buying. And getting found by AI is now a business.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of August 2, 2026
AI just became the top compliance concern in advice by the widest margin in 21 years. The largest RIA kept humans in charge. And AI search loves client reviews.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of July 26, 2026
Firms are spending big on AI and most can't prove it works. An AI now grades advisor-client calls. And a case for trading experiments for one real plan.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of July 19, 2026
A $630B RIA deployed the equivalent of 700 AI employees, $30M arrives behind transition paperwork, and compliance archiving catches up to AI.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of July 12, 2026
Kitces says your website has to be findable by AI, the big platforms build their own AI, and a new survey shows demand for advice outrunning advisors.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of July 5, 2026
Anthropic's most powerful model is back after an 18-day government shutdown, it comes with data fine print worth reading, and the whole episode is a reason to hold any one model loosely.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of June 14, 2026
The U.S. government just yanked Anthropic's two newest AI models off the market over national security concerns. Rockefeller Capital Management signed a partnership with Anthropic the same week. And a $25B RIA CEO laid out the three phases of AI for financial advisors. Here's what mattered this week.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of June 7, 2026
Morgan Stanley is opening its $1.2T wealth platform to external AI agents. The M&A panel at INSITE 2026 warned that AI could split firms into haves and have-nots. And wealth CEOs say AI could solve the 100,000-advisor shortage by 2034.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of May 31, 2026
Three AI stories that matter for your practice this week: a more honest Claude, a survey that should make you sit up, and the consistency play that wins.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of May 24, 2026
KPMG put Claude in front of its tax clients, Envestnet's new AI reads PDF statements into proposals, Moment raised $78 million for AI agents, and smaller RIAs face an AI compliance deadline on June 3.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of May 3, 2026
ChatGPT can now read clients' Fidelity and Schwab accounts, Vestmark launched always-on portfolio monitoring, Schwab called AI its biggest growth opportunity ever, and Robinhood's top lawyer told FINRA the rules haven't kept up.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of May 3, 2026
Anthropic released 10 finance agents with one that matters for advisors, Raymond James opened an AI Academy, Wells Fargo unveiled a $1 billion advisor desktop, and all five major AI platforms got the estate tax exemption wrong.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of May 3, 2026
Advisor CRM launched a free embedded AI assistant. DeepVest shipped a 5-score behavioral risk tool. LPL's CEO named what AI can't replace in an advisor's job. Cambridge found 52% of financial firms have agentic AI live. Here's what matters this week.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of April 26, 2026
Citi hired an AI named Sky. OpenAI shipped GPT-5.5. The Washington Post wrote the article your clients will forward you. Here's what matters this week.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of April 19, 2026
OpenAI is building financial planning into ChatGPT, Perplexity connected to client bank accounts, and estate planning AI just raised $65M. Here's what matters this week.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of April 12, 2026
Wealthbox shipped an AI agent that runs on autopilot, MIT made the case for your fiduciary edge, and consultants warned AI could compress advisor fees. Here's what matters this week.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of April 5, 2026
Claude now works with Microsoft 365 on every plan, Zocks launched an MCP connector, Fortune put AI advisors on the cover, and a free AI platform showed up for advisors. Plus: Claude's source code accidentally went public.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of March 29, 2026
Fortune says a third of consumers are asking ChatGPT for financial advice before meeting with their advisor. This week's cheat sheet covers the 5 questions clients are asking AI, what it tells them, and the one-sentence response that beats the chatbot in your next meeting.→

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